Triangle Securities Wealth Management Portfolio Holdings

Triangle Securities Wealth Management

  • $412 Million
  • Q3 2025

Triangle Securities Wealth Management has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $412 Million distributed in 203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Fd Tr Active Val with a value of $16.6M, Schwab Strategic U.S. Mid Cap with a value of $15.3M, Vanguard Information Technolog with a value of $15.3M, Microsoft Corp with a value of $13.3M, and Spdr S&P 600 Small Cap Value E with a value of $10.9M.

Examining the 13F form we can see an increase of $32.3M in the current position value, from $380M to 412M.

Below you can find more details about Triangle Securities Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $412 Million
ETFs: $165 Million
Financial Services: $57 Million
Technology: $48.8 Million
Industrials: $26.4 Million
Communication Services: $21.1 Million
Healthcare: $20.4 Million
Consumer Cyclical: $18.4 Million
Consumer Defensive: $14.6 Million
Other: $27.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$166B
$1.3 Million 0.31% of portfolio
3,674
Q3 2025 Reduced 8.9%
$88.3B
$1.26 Million 0.31% of portfolio
6,564
Q3 2025 Added 1.41%
$199B
$1.22 Million 0.29% of portfolio
5,936
Q3 2025 Added 1.14%
$40.8B
$1.21 Million 0.29% of portfolio
15,498
Q3 2025 Reduced 2.43%
$38.3B
$1.18 Million 0.29% of portfolio
12,867
Q3 2025 Added 4.31%
$10.5B
$1.18 Million 0.29% of portfolio
26,307
Q3 2025 Added 14.17%
$79.7B
$1.17 Million 0.28% of portfolio
4,263
Q3 2025 Added 8.86%
$1.5T
$1.15 Million 0.28% of portfolio
4,749
Q3 2025 Added 72.44%
$196B
$1.15 Million 0.28% of portfolio
11,375
Q3 2025 Reduced 8.49%
$97.1B
$1.16 Million 0.28% of portfolio
3,403
Q3 2025 Reduced 1.73%
$166B
$1.12 Million 0.27% of portfolio
7,752
Q3 2025 Reduced 2.02%
$26.8B
$1.1 Million 0.27% of portfolio
615
Q3 2025 Reduced 0.32%
$65.9B
$1.13 Million 0.27% of portfolio
5,572
Q3 2025 Reduced 1.07%
$113B
$1.12 Million 0.27% of portfolio
11,890
Q3 2025 Reduced 1.61%
$223B
$1.13 Million 0.27% of portfolio
13,476
Q3 2025 Added 24.59%
$53.1B
$1.06 Million 0.26% of portfolio
4,316
Q3 2025 Reduced 2.09%
$59.2B
$1.03 Million 0.25% of portfolio
22,561
Q3 2025 Reduced 9.28%
$55.8B
$1.01 Million 0.25% of portfolio
6,657
Q3 2025 Reduced 2.06%
$49.2B
$1.04 Million 0.25% of portfolio
2,086
Q3 2025 Reduced 8.95%
$58.7B
$1 Million 0.24% of portfolio
3,231
Q2 2025 Reduced 0.46%
$7.12B
$951,000 0.23% of portfolio
21,213
Q3 2025 Added 2.91%
$238B
$961,000 0.23% of portfolio
5,925
Q3 2025 Added 10.56%
$270B
$892,000 0.22% of portfolio
2,688
Q3 2025 Added 34.47%
$36.8B
$891,000 0.22% of portfolio
7,781
Q3 2025 Added 0.05%
$145B
$881,000 0.21% of portfolio
4,188
Q3 2025 Reduced 7.28%
$40.7B
$874,000 0.21% of portfolio
7,037
Q3 2025 Added 1.79%
$35.8B
$832,000 0.2% of portfolio
3,496
Q3 2025 Added 8.37%
$74.7B
$841,000 0.2% of portfolio
4,190
Q3 2025 Added 1.11%
$59.4B
$805,000 0.2% of portfolio
1,908
Q3 2025 Reduced 1.29%
$28B
$820,000 0.2% of portfolio
3,199
Q3 2025 Reduced 0.31%
$56.7B
$770,000 0.19% of portfolio
2,825
Q3 2025 Added 33.44%
$342B
$803,000 0.19% of portfolio
2,670
Q3 2025 Added 11.86%
$546B
$768,000 0.19% of portfolio
1,351
Q3 2025 Added 0.6%
$421B
$762,000 0.18% of portfolio
788
Q2 2025 Added 5.63%
$92.3B
$726,000 0.18% of portfolio
16,105
Q3 2025 Added 3.05%
$108B
$727,000 0.18% of portfolio
9,655
Q3 2025 Reduced 1.46%
$228B
$723,000 0.18% of portfolio
2,380
Q3 2025 Added 70.37%
$93.1B
$691,000 0.17% of portfolio
4,453
Q2 2023 Reduced 7.75%
$87.1B
$684,000 0.17% of portfolio
1,976
Q1 2025 Reduced 5.59%
$14.2B
$695,000 0.17% of portfolio
5,639
Q3 2025 Added 11.46%
$11.6B
$716,000 0.17% of portfolio
16,925
Q3 2025 Added 12.61%
$133B
$657,000 0.16% of portfolio
3,047
Q3 2025 Added 52.43%
$144B
$640,000 0.16% of portfolio
1,400
Q3 2025 Reduced 4.44%
$108B
$679,000 0.16% of portfolio
1,736
Q3 2025 Added 0.46%
$12.9B
$661,000 0.16% of portfolio
19,092
Q3 2025 Reduced 18.72%
$26.3B
$648,000 0.16% of portfolio
4,815
Q3 2025 Reduced 3.2%
$209B
$620,000 0.15% of portfolio
115
Q2 2025 Reduced 7.26%
$211B
$625,000 0.15% of portfolio
3,758
Q3 2025 Reduced 0.79%
$88B
$603,000 0.15% of portfolio
2,318
Q3 2025 Reduced 0.3%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $412 Million
  • Prior Value $380 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
Track This Portfolio

Track Triangle Securities Wealth Management Portfolio

Follow Triangle Securities Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triangle Securities Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Triangle Securities Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email